Create a tax return
- Select and select Onvio Tax.
- Click on Projects then click Add.
- You may add a project to a new or existing client, use this link for instructions.
- Select or update the values for the mandatory fields marked with an asterisk :
- Project Template
- Client
- Contact
- Project Name
- Application
- Tax Year
- Client Due Date
- Tax Agent may be picked so when you create a tax return, the Tax agent declaration will use this information in the tax return.
- Select Save & Open to begin preparing your return.
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